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HB Wealth Management’s CSX Corp CSX Stock Holding History

HB Wealth Management’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.93M Buy
103,752
+3,045
+3% +$137K 0.03% 278
2026
Q1 		$4.13M Buy
100,707
+7,125
+8% +$279K 0.03% 284
2025
Q4 		$3.39M Buy
93,582
+3,882
+4% +$139K 0.02% 316
2025
Q3 		$3.19M Buy
89,700
+10,666
+13% +$364K 0.02% 322
2025
Q2 		$2.58M Sell
79,034
-19,852
-20% -$597K 0.02% 330
2025
Q1 		$2.91M Buy
98,886
+27,700
+39% +$880K 0.02% 304
2024
Q4 		$2.3M Buy
71,186
+9,721
+16% +$333K 0.02% 262
2024
Q3 		$2.12M Buy
61,465
+781
+1% +$26.5K 0.02% 268
2024
Q2 		$2.03M Sell
60,684
-6,905
-10% -$235K 0.02% 261
2024
Q1 		$2.51M Sell
67,589
-4,263
-6% -$156K 0.03% 212
2023
Q4 		$2.49M Sell
71,852
-3,989
-5% -$127K 0.04% 197
2023
Q3 		$2.33M Buy
75,841
+7,764
+11% +$246K 0.04% 190
2023
Q2 		$2.32M Buy
68,077
+5,885
+9% +$186K 0.04% 185
2023
Q1 		$1.86M Sell
62,192
-2,680
-4% -$82.4K 0.03% 200
2022
Q4 		$2.01M Buy
64,872
+926
+1% +$27.8K 0.04% 194
2022
Q3 		$1.7M Sell
63,946
-1,071
-2% -$33.3K 0.04% 194
2022
Q2 		$1.89M Buy
65,017
+1,285
+2% +$41.9K 0.04% 180
2022
Q1 		$2.39M Buy
63,732
+2,838
+5% +$100K 0.04% 163
2021
Q4 		$2.29M Buy
+60,894
New +$2.15M 0.05% 148

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HB Wealth Management's CSX Position: Q2 2026 in Review

HB Wealth Management increased its CSX Corp (CSX) stake by 3% in Q2 2026, buying an estimated $137K and bringing the position to 103,752 shares worth $4.93M. The position accounts for 0.03% of the portfolio, ranked #278.

HB Wealth Management first reported a position in CSX in Q4 2021 and has held it in 19 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • HB Wealth Management held 103,752 shares of CSX Corp worth $4.93M as of Q2 2026.
  • HB Wealth Management bought 3,045 CSX Corp shares in Q2 2026, an estimated $137K.
  • CSX Corp made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #278 holding.
  • HB Wealth Management first reported a position in CSX Corp in Q4 2021 and has held it in 19 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.